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CIK: 0002011333
Total reported value
$952.9M
$952.9M
60 檔
10.5%
The Q1 2024 SEC filing reveals that Victory Financial Group, LLC held a total portfolio value of $952.9M, covering 60 public equity positions.
During Q1 2024, Victory Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 18.80% | -0.71% | +29.38% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 17.69% | -0.32% | +25.73% | |
| 3 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 9.06% | +0.27% | +19.00% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 8.88% | -0.31% | +17.25% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 4.84% | +1.12% | +18.69% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.71% | -0.03% | +13.92% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.47% | -0.07% | +21.35% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.79% | -0.05% | -19.30% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.11% | — | -17.10% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.09% | -0.11% | +37.16% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.88% | -0.07% | -17.16% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.80% | -0.03% | -6.52% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.60% | — | -7.96% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.43% | +0.02% | -19.95% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.40% | +0.02% | -11.09% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.28% | -0.09% | -11.56% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.09% | -3.88% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | +0.01% | -26.96% | |
| 19 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 1.15% | +0.03% | -16.60% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | +0.14% | -14.08% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.84% | -0.03% | -15.33% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.68% | -0.02% | -18.38% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | — | -15.75% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | +0.05% | +4.49% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | -0.01% | -1.78% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | — | -21.12% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | — | -41.64% | |
| 28 | CZA | Invesco Zacks Mid-cap ETF | ETF-Other | 0.39% | -0.02% | -34.01% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.06% | -7.32% | |
| 30 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.38% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | -0.02% | -7.52% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.30% | +0.01% | -48.63% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | -0.01% | +59.32% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | +0.01% | -28.16% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.25% | -0.03% | -52.04% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.24% | +0.02% | +14.89% | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.23% | -0.01% | -35.97% | |
| 38 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.23% | — | — | |
| 39 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.22% | — | -6.66% | |
| 40 | DOW | Dow Inc | Stock-Materials | 0.21% | — | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.07% | +12.96% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | — | — | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.18% | -0.01% | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | -0.03% | -54.63% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.06% | — | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.16% | -0.02% | -50.68% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.16% | — | -5.27% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.15% | +0.01% | -6.26% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.15% | -0.01% | -7.03% | |
| 50 | STXG | Strive 1000 Growth ETF | ETF-Other | 0.14% | — | — |
According to official SEC Form 13F filings, Victory Financial Group, LLC reported a total U.S. public equity portfolio value of $952.9M across 60 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, IWY, IMCG) accounted for 10.5% of total reported equity market value during Q1 2024.
During Q1 2024, Victory Financial Group, LLC's top holdings by market value included SCHD (18.8%)、IWY (17.7%)、IMCG (9.1%). The largest single position, SCHD, represented 18.8% of total portfolio value.
In Q1 2024, Victory Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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